MWM
ARTY

McNaughton Wealth Management’s iShares Future AI & Tech ETF ARTY Stock Holding History

McNaughton Wealth Management’s Portfolio ARTY Stock Details ARTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.81M Sell
102,549
-28,619
-22% -$1.9M 2.77% 7
2026
Q1 		$6.1M Buy
131,168
+3,202
+3% +$161K 2.52% 10
2025
Q4 		$6.17M Buy
127,966
+14,838
+13% +$715K 2.54% 11
2025
Q3 		$5.18M Buy
+113,128
New +$4.86M 2.18% 13

Other funds holding ARTY

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LLI
LTS Liquid Investments Nassau $187M AUM
VH
VVR Holdings Bellingham, Washington $231M AUM

McNaughton Wealth Management's ARTY Position: Q2 2026 in Review

McNaughton Wealth Management reduced its iShares Future AI & Tech ETF (ARTY) stake by 22% in Q2 2026, selling an estimated $1.9M and leaving 102,549 shares worth $7.81M. The position accounts for 2.77% of the portfolio, ranked #7.

McNaughton Wealth Management first reported a position in ARTY in Q3 2025 and has held it in 4 quarters since. 64 funds tracked by Wall St. Rank hold ARTY as of Q2 2026.

  • McNaughton Wealth Management held 102,549 shares of iShares Future AI & Tech ETF worth $7.81M as of Q2 2026.
  • McNaughton Wealth Management sold 28,619 iShares Future AI & Tech ETF shares in Q2 2026, an estimated $1.9M.
  • iShares Future AI & Tech ETF made up 2.77% of McNaughton Wealth Management's portfolio in Q2 2026, its #7 holding.
  • McNaughton Wealth Management first reported a position in iShares Future AI & Tech ETF in Q3 2025 and has held it in 4 quarters since.
  • 64 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q2 2026.

Based on McNaughton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.